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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is rallying on excitement surrounding its upcoming BlueBird satellite launch and a strategic product workshop with Meta aimed at bringing WhatsApp connectivity to space. Investors are closely watching the launch as a key execution milestone, while the stock continues to benefit from institutional optimism regarding its role as an independent satellite infrastructure provider for major global telecom carriers.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently trending due to its first public earnings report, which featured a significant revenue beat alongside massive capital expenditure commitments for AI infrastructure. The community is sharply divided, with bulls pointing to long-term growth in Starlink and AI compute demand, while many bearish traders are concerned about heavy cash burn and upcoming insider share lockup expirations.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after investors reacted to a strong earnings report by aggressively selling off shares, as the company's solid growth figures failed to meet the exceptionally high expectations set by a massive year-to-date rally. The community is sharply divided between bulls pointing to the company's expanding AI infrastructure footprint and bears arguing that the stock's valuation is detached from reality, especially given increased capital expenditure and intensifying competition.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending as investors weigh strong demand for Wegovy and a recent guidance hike against the company's legal action challenging Eli Lilly's comparative advertising practices. The community is actively debating the company's long-term pipeline potential and the competitive impact of the ongoing GLP-1 market rivalry.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce is seeing strong momentum as investors react to the company hitting new all-time highs, fueled by bullish sentiment around its defense contracts, SMR technology for data centers, and an improved financial outlook. The community is actively discussing upcoming hyperscaler deals and potential contract announcements, with many long-term shareholders holding firm in anticipation of sustained growth.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is rallying after reporting record quarterly revenue exceeding $3 billion alongside a significantly upbeat guidance for the coming quarter, signaling that demand for AI-driven networking infrastructure is accelerating. Investors are highlighting the company's consistent execution and its critical role in the AI fabric, viewing recent strong results as a validation of its dominance in high-speed data center connectivity.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Precigen is seeing significant retail and institutional interest as investors track the commercial rollout of its lead therapy, PAPZIMEOS, and look for revenue growth acceleration following recent permanent J-code implementation. Community sentiment is driven by anticipation of upcoming clinical data readouts and potential M&A activity, with discussions heavily focused on the stock's high short interest and the potential for a significant squeeze.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is surging toward new all-time highs as traders capitalize on intense momentum and speculation surrounding a potential deal in the Strait of Hormuz. The market rally has ignited fierce community debate, with bulls aggressively chasing the upside while skeptical bears point to extreme technical overextension and geopolitical instability as signs of an impending exhaustion top.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is trending as investors capitalize on its role as a key industrial play powering the AI infrastructure boom, with the stock recently hitting record highs driven by strong demand for power generation equipment in data center construction. While bulls emphasize its massive backlog and essential status in physical AI scaling, community sentiment is divided between those betting on continued industrial momentum and others warning of a potential bubble given the stock's significant appreciation.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending due to heightened interest in its role as a specialized manufacturing supplier for the aerospace and defense sectors, with investors closely watching for contract flow and production scaling at its new facility. The community remains focused on the stock's volatility and its potential for rapid moves, debating the company's long-term reliance on key industry partnerships.

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Exclusive: Infleqtion CEO Matthew Kinsella Outlines Post-IPO Playbook — Scale Quantum Sensing Portfolio, Deliver Commercially Viable Quantum Computers By 2028

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In an exclusive interview with Stocktwits, CEO Kinsella highlighted growing demand for Infleqtion’s quantum sensing technologies, including ultra-precise clocks to counter GPS vulnerabilities. 

DBX ETF Trust - Xtrackers US National Critical Technologies ETF

Bullish Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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Drop a comment with when you expect the first cut/hike to be.

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